Transcript ISO 55000 Asset Management Dieter 2012 07 12

Status of the
ISO 55000
Asset Management System
Standard
Jim Dieter, MIAM CPPM CF
US/ANSI Head of Delegation to ISO PC 251
Chair of the US TAG to PC 251
Subcommittee Chair, ASTM E53.10
Director of Strategic Programs, Sunflower Systems
July 2012
The Need for Standards
• As emerging economies develop more rigorous
business practices to help manage growth,
standards around how organizations manage
their assets will support international trade by
leveling differences in how business is grown and
managed
The Need for Standards
•Risk awareness has become a very high
concern among business executives and
government officials:
•The world has suffered from major industrial
disasters, the financial crisis and great
recession, and continued global instability
caused by civil unrest and economic duress
of certain nations
•There is a need for an element of stability
and this standard intends to be a leveling
force for international trade
Background:
Standards Organizations
• ANSI – American National Standards
Institute
• ISO – International Organization for
Standardization, European based developer
of international standards
• ASTM – ASTM International is a US based
developer of international standards
Standards Development
Committees
• PC 251 – ISO Project Committee tasked with
developing a management system standard for
Asset Management
• US Technical Advisory Group (US TAG) - ANSI
sanctioned US group participating in PC 251
• ASTM E53 – ASTM standards committee for
asset management standards, and the ANSI
sanctioned host of the US TAG to PC 251
Topics
 Facts – what’s happened and what’s the
schedule?
 Players – who’s involved?
 Concepts – what’s new?
 Take aways – what’s in it for you?
PC 251 Adopted 3 Year Plan
Timeline Status
Mar 2011
Month
Stage
Oct 2011
Jun 2012
Feb 2012
April 2013
Feb 2014
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36
Working Drafts
May 2011 Sep 2011
Distribute WD2
WD2
Comments
RCVD
CD1
For Comment
Cttee Drafts
CD2
For Ballot
DIS
DIS
Comments
Resolution
FDIS
ISO 55000
History and Schedule
 2000: First three ASTM E53 Asset Management
standards published
 2004: PAS 55 published
 Winter 2009: BSI proposes PAS 55 as the basis
for an ISO Management Systems Standard for
Asset Management
 Spring 2009: ASTM E53 decides to engage in
the ISO Asset Management standards
development process
 November 2009: ASTM E53 approved as official
US Technical Advisory Group (US TAG) by ANSI
ISO 55000
History and Schedule
 June 2010: Preliminary Meeting of ISO Asset
Management committee in London
 September 2010: ISO approval of PC 251, Asset
Management Systems
 January 2011: First Working Draft (WD1)
released
 February 2011: US comments on WD1
submitted
ISO 55000
History and Schedule
 March 2011: First Official Meeting of PC251 in
Australia
 April 2011: Working Draft 2 (WD2) released for
comment
 June 2011: US TAG Face-to-Face Meeting at
ASTM HQ in Philadelphia
 August 2011: US comments on WD2 submitted
ISO 55000
History and Schedule
 October 2011: Second Official Meeting of ISO
PC251 in Arlington, VA (hosted by US TAG)
 November 2011: First Committee Draft (CD1) for
comment released
 December 2011: US TAG Face-to-Face meeting
to craft US comments at AMP Conference in
Bonita Springs, FL
 January 2012: US comments on CD1 submitted
ISO 55000
History and Schedule
 February 2012: Third Official Meeting of ISO
PC251 in Pretoria, South Africa
 March 2012: Second Committee Draft (CD2) for
comment released
 April 2012: US TAG Face-to-Face meeting to
craft US comments at Meridium Conference in
Jacksonville, FL
 May 2012: US comments on CD2 submitted
ISO 55000
History and Schedule
 June 2012: Fourth Official Meeting of ISO PC251
in Prague, Czech Republic
 August 2012: Planned release of Draft
International Standard (DIS) for Ballot
 TBD: US TAG Face-to-Face Meeting to discuss
and comment on the DIS for Ballot
 April 2013: Fifth Official Meeting of ISO PC251 in
Calgary, CA
 TBD 2013: Final ballot
 February 2014: Target date for the release of
ISO 55000
ISO 55000 Structure
• ISO 55000: Overview, Principles and
Terminology
 A (critical) marketing document (why)
• ISO 55001: Requirements
 The “shall” statements (what)
• ISO 55002: Guidelines
 Explanations and examples (how)
Topics
 Facts – what’s happened and what’s the
schedule?
 Players – who’s involved?
 Concepts – what’s new?
 Take aways – what’s in it for you?
ISO/PC251 Participating Countries
1. Argentina
11. Ireland
2. Australia
12. Italy
3. Canada
13. Republic of
4. Chile
14. Korea
5. China
15. Netherlands
6. Czech Republic 16. Mexico
7. Denmark
17. Norway
8. Finland
18. Peru
9. Germany
19. Portugal
10. India
20. South Africa
21. Spain
22. Sweden
23. United Kingdom
24. United States of
America
25. United Arab
Emirates
26. Japan
27. France
28. Switzerland
US TAG Participating
Organizations
Stratum Consulting Partners
E-ISG Asset Intelligence
Sponsorship Opportunity
• Anyone can participate in E53.10 or the TAG
• For the US TAG there is a $1,000 initial
application fee and $250 annual participation
fee.
• Recommend that you join both ASTM Committee
E53 as well as the US TAG.
• Katerina Koperna– [email protected] - will
furnish information about joining ASTM.
• Contact any E53.10 officer for further details
regarding joining the TAG.
Topics
 Facts – what’s happened and what’s the
schedule?
 Players – who’s involved?
 Concepts – what’s new?
 Take aways – what’s in it for you?
Concepts – what’s new?
 Asset
• Asset or property?
 Asset life
 Asset Management
 Asset Management System
Federal Property and
Administrative Services Act of 1949
• “…to provide for the Government an
economical and efficient system for”:
– the procurement and supply of personal
property and nonpersonal services
– the utilization of available property
– the disposal of surplus property
– records management
• Title II – Property Management
ISO 55000 Definitions
• Asset – something with potential value to an
organization and for which the organization has
a responsibility
• Asset System - group of assets that interact
and/or are interrelated so as to deliver a
required business function or service
• Asset = Asset System
ISO 55000 Definitions
• Asset is the term used around the world
• NPMA, ASTM E53 and government entities are
adopting the term
Asset Life
• Asset life is defined as the period from
its conception to end of life
• Assets often pass through identifiable
asset life stages
• The description (and naming) of stages
can differ for different assets and
different applications/organizations
• An asset system, through the
replacement, modification and/or
maintenance of component assets, may
even have an indefinite life
Asset Responsibility Period
Responsibility Period
• The “responsibility period” is the period of time
over which an organization has accountability for
an asset and can be within one or many of the
assets life stages
• The role of asset management is to maximize
value from assets across each of the asset life
stages that fall within or in some instances
beyond the "responsibility period" of the
organization
Responsibility Periods
Asset Management
Lifecycle for Organization 2
Asset Management
Lifecycle for Organization 1
Asset Management Life Cycle
• An asset holds continuing value potential to one
or more organizations over its life
• Asset life does not necessarily coincide with the
period over which any one organization holds
responsibility for the asset
Asset Management
• Asset management enables the
realization of value from assets
• Value realization is achieved
through the use of analytical
approaches and implementation
processes that have similar core
characteristics, no matter what the
industry
Concepts – what’s new?
 Asset
 Asset or property?
 Asset life
 Asset Management
 Asset Management System
ISO Required
Management System
Definition
• Management System – Set of
interrelated or interacting elements of
an organization to establish policies
and objectives, and processes to
achieve those objectives
ISO Required
Management System
Definition
• These standards describe a
Management System for Asset
Management
• They do not describe processes for the
management of assets
• ASTM E53 standards cover life cycle
functions of the management of assets
Topics
 Facts – what’s happened and what’s the
schedule?
 Players – who’s involved?
 Concepts – what’s new?
 Take aways – what’s in it for you?
What’s in it for your organization?
• ISO 55000 promises to be a widely recognized
and adopted international standard
• Assurance that they are doing the right things
• Focus is on supporting the mission and
objectives of your organization
• Realizing value from the organization’s assets
What’s in it for you?
• Better enable all of us to do our jobs
• Increased management awareness of asset
management
• More “transportable” job skills and expertise
• More opportunities
ASTM E53.10 Committee
ISO Asset Management Activities
Officers:
Chair:
James Dieter, CPPM CF, Sunflower Systems,
[email protected]
Vice Chair:
Scott Morris, Genzyme, [email protected]
Recording
Secretary:
Scott Pepperman, Executive Director, National Association
for the State Agencies for Surplus Property,
[email protected]
Membership
Secretary:
Kim Doner, CPPM, SRA International, [email protected]
ASTM Staff
Manager
Katerina Koperna, ASTM International, [email protected]